Podcast Alpha

@podcastalphax

Signal. Not noise. Forensic breakdowns of the world’s most influential podcasts. Substack - https://podcastalpha.substack.com/ DM to remove clips

following
followers

Calacanis predicts Nvidia will pass China’s open models by end of 2027, PodcastAlphaX says

PodcastAlphaX says Calacanis sees hardware profits letting Nvidia offer companies full compute racks at 80–90% below what they pay OpenAI and Anthropic for tokens.

1 Source, 46d ago, first seen 46d ago

Featured in

Calacanis predicts Nvidia will pass China’s open models by end of 2027, PodcastAlphaX says

Featured in

Calacanis predicts Nvidia will pass China’s open models by end of 2027, PodcastAlphaX says